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HCUCF Small Credit Union Assistance Grant Application

How to apply:

  1. NEW! Contact Andrea Robinson, Executive Director at arobinson@heartlandcua.org or 800-392-3074, x1316 to discuss your proposal AT LEAST 2 weeks prior to submitting your grant request.
    - Spring Round - February 1, 2019 (for March 2019 funding)
    - Summer Round - April 12, 2019 (for May 2019 funding)
    - Fall Round - August 16, 2019 (for September 2019 funding)
    - Winter Round - November 15, 2019 (for January 2020 funding)
  2. Complete the application form below, and indicate approval of your the credit union CEO or manager.
  3. Attach copies of bids or invoices for the project.
  4. Submit a full project budget indicating what portion is being requested and what portion will be funded by the credit union or other sources
  5. Submit application. It will be sent to Andrea Robinson, HCUCF Executive Director, arobinson@heartlandcua.org. If you have not received a confirmation email, please phone 913.297.2474 for confirmation.

Eligibility and Requirements

  1. Credit unions under $100M in assets are eligible to apply. Preference is given to credit unions under $50M in assets. Credit unions of $50M in assets and above may receive partial funding. 
  2. Grant requests are considered on a rolling basis, with annual deadlines posted on this page. The credit union may submit a request in any category following the successful completion of their current grant which includes submitting a grant report.
  3. Eligible projects include (but are not limited to):


    • Technology needs
    • Member access services
    • Online services
    • Marketing initiatives
    • Strategic planning
    • Capital improvements
    • Other needs may be presented to the Foundation for consideration
  4. Small credit union assistance grants have a maximum of $10,000 or 50% of the total project cost, whichever is less. Applicants must invest 50% of the total project cost.
  5. HCUCF staff and a committee of volunteers will review applications and may approve or deny requests based on policy set forth by the HCUCF Board of Directors.  The Grants Review Committee is interested in grant requests which:
    -  Generate growth for the credit union or improved services for members
    -  Demonstrate alignment with the credit union’s strategic plan
    -  Benefit the long term success of the credit union 
  6. Funding is awarded based on demonstrated need, availability of funds and the HCUCF capacity building budget for each year.
  7. If the grant is approved, the credit union must implement the program and expend grant funds within a 12-month period.
  8. final report must be completed within two weeks of the completion of the grant. Testimonials, video, and success stories are encouraged. Reporting details will be issued with approved grant proposals. 

Fill out all of the application sections below, remembering to save draft as you go. You can save your draft and return to finish it another time. If you are having issues progressing to the Preview page, double check that all required fields are filled out appropriately.